Subaccounts

Go to Settings > Subaccounts to see all your subaccounts in one place. The table shows each subaccount's ID, name, code, and the number of users assigned to it. Use this page to monitor your subaccount structure at a glance.

To work inside a subaccount or update its settings, click the three-dot menu next to it and select Login or Edit.

You can also switch to a subaccount from anywhere in the Dashboard — click your name in the bottom-left corner and select the subaccount from the dropdown.

Subaccounts are not available by default. To request access, contact support@fundraiseup.com.

Once access is enabled:

1. Go to Settings > Subaccounts.
2. Click Create subaccount.
3. Enter a Subaccount name — the display name for this subaccount.
4. Enter a Subaccount code — an optional internal identifier used in exports and integrations.
5. Select whether to Use parent's payment methods and receipt. When checked, the subaccount shares the parent account Stripe account, payment methods, and PDF receipt settings. It needs no payment setup of its own, and its country and currency match the parent account. When cleared, the subaccount needs its own Stripe account and payment setup.
6. Choose a Country. The country determines which payment methods the subaccount can offer.
7. Choose a Currency. Match it to the Stripe account you plan to connect, or the connection will fail.
8. Click Create subaccount.
9. Once the subaccount is created, you'll see a confirmation with two options: Login to account and Invite users.
   • Login to account — takes you directly into the new subaccount.
   • Invite users — takes you to Settings > Team of your new subaccount, where you can add users and assign them roles. Users invited from within a subaccount only have access to that subaccount. Learn more about user roles →

A new subaccount starts empty. To get it ready to accept donations, log in and follow the same setup steps as a new account: connect Stripe, install the code on your website, configure payment methods, and create your first campaign. The onboarding guide covers each step in order. Get started with onboarding →

Edit a subaccount's country and currency in either place:

• In the parent account, go to Settings > Subaccounts, open the three-dot menu next to the subaccount, and select Edit.
• In the subaccount, go to Settings > Account.

You can edit both only until the subaccount receives its first donation, including failed donations and recurring plans. Donations made in test mode do not prevent editing.

A subaccount that uses the parent account's payment methods also uses the parent account's country and currency. To set them separately, clear the Use parent's payment methods and receipt checkbox.

Changing the country or currency of a subaccount with a connected Stripe account disconnects that Stripe account. After you save:

• The subaccount stops accepting donations until you connect a Stripe account again.
• Every payment method the subaccount offered through Stripe turns off. Turn them back on in Settings > Payment methods.
• Tap to Donate turns off. Set it up again in Settings > Tap to Donate.

Organization Administrators added at the parent account level can access all subaccounts. For other roles, or if a team member should only have access to one specific subaccount, add them from the Team page while logged into that subaccount.

From the parent account, you can see supporter and donation data across all subaccounts.

In Insights, you can filter data by subaccount to compare fundraising results across your organization. Learn more about Insights →

The Audit log records every action taken across your account structure — what changed, who made the change, and when. You can filter by subaccount to track activity for a specific one. Learn more about the Audit log →

Dashboard filters and exports support filtering by account — you can include or exclude data from specific subaccounts, or pull everything together at the parent account level. Each subaccount can also run its own exports independently. Learn more about exports →

For CRM integrations, each subaccount can have its own connection. Some CRMs also offer a Sync subaccounts setting in the parent account — when enabled, data from all subaccounts is synced to the CRM even if those subaccounts don't have their own integration connection. Learn more about integrations →

Before you set up subaccounts, there are a few things to keep in mind.

Each subaccount — and the parent account — has its own Donor Portal and supporter list. If a supporter has donated to more than one of your accounts, the link in their confirmation email takes them to that specific account's Donor Portal. They won't see their activity from other accounts there.

If your organization uses one website for the parent account and all subaccounts, add the parent account installation code to every page. This comes with restrictions on how Elements and the campaign links work across accounts — see the sections below for details.

Elements are donation tools that you embed on your website — buttons, forms, links, and overlays tied to specific campaigns. They work on any page where either the parent account's or a subaccount's installation code is running.

For example, a Donate Button created in the parent account works on a page running a subaccount's installation code. A Donate Button created in a subaccount works on a page running the parent account's code.

Sticky Button and Overlay Elements — Message Bar, Popup, Reminder, and Social Proof — behave differently. These don't use embed codes. They appear automatically across your entire website based on display rules, but only when the installation code of the account where they were created is running on that page.

Every campaign has a URL that you can share to open its checkout directly. In campaign settings, you can either use the auto-generated ID (like FUNXXXXXXXX) or set a custom Campaign URL (like donate).

Campaign URL in the campaign settings

When multiple accounts share one website, Campaign URLs work only for parent account campaigns. They won't open subaccount campaigns, no matter what name you use.

To link to a subaccount campaign from your main website, use the campaign's auto-generated ID: https://example.com/?form=FUNXXXXXXXX